We would like to get the job status/bill guide print added to the WIP Portfolio by Job Owner, that way you can quickly see what jobs have been completed and what needs to be billed, you can then either click on "DRAFT FEE" to proceed with billing or click "BILL GUIDE" to print the guide for review. This would really help when doing mass billings at the end of a busy season.
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Votes
3 comments
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Vicky Stephenson Official comment There is a current work around for the time being. If you right-click, view WIP details should get to the Billing Guide.
We plan to re-write this area in due course, and would aim to re-visit and include this request when we complete a re-write of the Billing area in PE 9.7 or later.
Thanks
Vicky Stephenson
Software Tester
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Ryan Posener Hi Leanne,
Thank you for the feedback. We will begin the requirements planning for billing and timesheets in the next couple months. I would encourage others to continue to comment and vote on these items. Those items with stars we have tagged as needing more input from the community in total.
Thank you and we will provide more details once requirements planning has started.
Ryan
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Michelle Harris I think the new billing portfolio options cover this.
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